See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,385 | $81,248-60.1% | $155,509-79.2% | $80,856-59.9% |
| Participation rate | 51.7% | 66.2%-14.6pp | 78.2%-26.5pp | 67.6%-16.0pp |
| Annual return | 16.87% | 33.31%-16.4pp | 64.67%-47.8pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,277 | $3,100-58.8% | $4,672-72.7% | $2,755-53.6% |
| Participant deferral / active EE | $2,079 | $3,452-39.8% | $5,626-63.0% | $4,296-51.6% |
| Admin fee / account holder | $568 | $7,997-92.9% | $15,912-96.4% | $6,918-91.8% |